Number of Shares
58,723
Previous 91,685 35.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

SELL
N/A
-32,962 Reduced 35.95%
58,723 $0
Q3 2024

Oct 23, 2024

BUY
N/A
706 Added 0.78%
91,685 $0
Q2 2024

Jul 19, 2024

BUY
N/A
28,313 Added 45.18%
90,979 $0
Q1 2024

Apr 24, 2024

BUY
N/A
62,666 New
62,666 $0
Track This Portfolio

Track Dakota Wealth Management Portfolio

Follow Dakota Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dakota Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Dakota Wealth Management with notifications on news.